In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations. [Learn More…]
Joining us today is Kathy Fettke, the co-founder of Real Wealth Network. Kathy has appeared on CNN, CNBC, Fox News, NRP, CBS MarketWatch, and The Wall Street Journal as a guest expert. She also runs a podcast called the Real Wealth Show and being the author of the #1 best-selling book, Retire Rich with Rentals, She is also a wife and a mom. [Learn More…]
Join us today with guest Javier Hinojo Jr. as he talks about how to venture into Multifamily Properties. He is the owner of IQ REI, a family-controlled real estate company that buys, manages, repairs, and sells homes in the Raleigh, Durham, and Chapel Hill, NC area, He is also a Hall Of Fame Inductee Rich Dad(Poor Dad) Elite Legacy Education Real Estate Investing. [Learn More…]
Joining us is Sean D. Casterline, a recognized expert in the field of wealth management and alternative investments. He is the Founder and President of Delta Capital Management, LLC, President of Delta Advisory Group, Inc., and Partner of Delta Realty Advisors, Inc… [Learn More…]
Joining us on today’s episode is Ryan Parson, Chairman and Chief Investment Officer at Heritage Capital USA, Inc. and Mile Marker Club, as well as the Director of Investor Relations at Colonial Capital Management.. [Learn More…]
In this episode, we are joined by self-directed IRA specialist Jason DeBono. Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. [Learn More…]
089: Tax Deferral Methods To Grow Your Business With Brett Swarts
In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations.
Brett will provide us the information on deferred sales trust as well as other tax deferral and wealth-building strategies. Tune in to understand how a deferred sales trust or other tactics will support you or your customers, so you can make more money when you sell!
WHAT YOU’LL LEARN FROM THIS EPISODE
- How did Brett get into what he is doing right now.
- What are the Basics of Deferred Sales Trust.
- Importance of understanding the DST and how it secures your wealth.
- Who decides to spend the money in the trust?
- Who makes the decision where the money is invested?
- In terms of the IRA, what are the things you can’t use inside of your trust or investments that you are buying?
- How much is the minimum fee to pay basically when they sell their assets and how much net will they get?
- What is DST plus and how does it work.
- Differences between DST and DST Plus.
“ Once you start doing these deals in this way, all of the sudden, you’re riding a speed racer with us as well. It may take 6 months or a year, but it definitely takes doing the deal.” – Brett Swarts
“The market is so high that our clients look for liquidity, diversification, and to be out of debt, and if you can do that, you can preserve your wealth and a marketplace that who knows this place could last” – Brett Swarts